WQ
ISRG icon

Wealth Quarterback’s Intuitive Surgical ISRG Stock Holding History

Wealth Quarterback’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$50K Buy
150
+51
+52% +$17.1K 0.03% 230
2021
Q2 		$31K Buy
+99
New +$27.8K 0.02% 290

Other funds holding ISRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Quarterback's ISRG Position: Q3 2021 in Review

Wealth Quarterback increased its Intuitive Surgical (ISRG) stake by 52% in Q3 2021, buying an estimated $17.1K and bringing the position to 150 shares worth $50K. The position accounts for 0.03% of the portfolio, ranked #230.

Wealth Quarterback first reported a position in ISRG in Q2 2021 and has held it in 2 quarters since. 1,371 funds tracked by Wall St. Rank hold ISRG as of Q3 2021.

  • Wealth Quarterback held 150 shares of Intuitive Surgical worth $50K as of Q3 2021.
  • Wealth Quarterback bought 51 Intuitive Surgical shares in Q3 2021, an estimated $17.1K.
  • Intuitive Surgical made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #230 holding.
  • Wealth Quarterback first reported a position in Intuitive Surgical in Q2 2021 and has held it in 2 quarters since.
  • 1,371 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.